DaRazor Profile picture
Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Phil Kastelic Profile picture 1 subscribed
Mar 10, 2023 14 tweets 3 min read
Got some dm's on my $asan related tweeting. To be clear was not involved in stock at all until after it reported and even then only small position. So, why all the tweets? Well, because what's transpiring is fascinating to a public markets guy like me. When $asan went public in Sept of 2020 Moskovitz owned about 35% of the company and the stock closed on its 1st day of trading at a market cap of about $4.3bl. So, about a $1.5bl stake. At its peak a little over a year later that stake was worth just under $10bl.